What is a pivot report and how to create one in General Ledger?

A pivot report is a dynamic analysis tool that you can use to gain insight into your accounting data or create custom reports.

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A pivot report is created from a query and allows the user to drag-and-drop the fields into columns or rows on the report. You can manipulate, filter, add and remove information an unlimited number of times after creating the report.

Example: Using a query of project transactions during the year, you could create a report with each project in a separate column, and the periods in separate rows.

To create a pivot report, follow these steps:

Determine the goal of the report and the information to be included.

Create a query containing the information to be included in the report. For the example above, create a project query and select the transaction amounts as output fields.